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iShares Russell Mid-Cap Value ETF

967 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$945K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAP
801
Harbor Asset Planning
Massachusetts
$97.2K
SC
802
Steph & Co
Wisconsin
$95.8K
CPA
803
Cardiff Park Advisors
California
$95.5K
BFO
804
Biltmore Family Office
North Carolina
$94.9K
ST
805
Smithfield Trust
Pennsylvania
$94K
CIAS
806
Capital Investment Advisory Services
North Carolina
$93K
GA
807
GoalVest Advisory
New York
$92.8K
FHA
808
Flagship Harbor Advisors
Massachusetts
$91.7K
RF
809
Rossby Financial
Florida
$88.4K
AT
810
Avalon Trust
New Mexico
$84.6K
PWM
811
Provident Wealth Management
Tennessee
$84.1K
ADL
812
Asset Dedication LLC
California
$80.8K
GSWM
813
Golden State Wealth Management
California
$80.7K
AC
814
AlphaCore Capital
California
$80.5K
BBPWM
815
Blue Bell Private Wealth Management
Pennsylvania
$78.8K
BTD
816
BankPlus Trust Department
Mississippi
$78.6K
AG
817
AmeriFlex Group
Nevada
$78.2K
UCB
818
United Community Bank
South Carolina
$76.3K
SFG
819
Strive Financial Group
Indiana
$75.5K
SIS
820
Sound Income Strategies
Florida
$74.8K
BLC
821
Brown, Lisle/Cummings
Rhode Island
$74.1K
WWA
822
Wealth Watch Advisors
Colorado
$73.5K
RTC
823
Riverview Trust Company
Washington
$73.3K
TAM
824
Tucker Asset Management
Colorado
$72.8K
ME
825
McIlrath & Eck
Washington
$72.5K